KFI
IT icon

Key Financial Inc’s Gartner IT Stock Holding History

Key Financial Inc’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.38K Hold
15
– – ﹤0.01% 1152
2025
Q4 		$3.78K Sell
15
-1
-6% -$241 ﹤0.01% 1090
2025
Q3 		$4.02K Hold
16
– – ﹤0.01% 1085
2025
Q2 		$6.47K Sell
16
-31
-66% -$13K ﹤0.01% 976
2025
Q1 		$19.7K Buy
47
+1
+2% +$493 ﹤0.01% 671
2024
Q4 		$22.3K Buy
46
+31
+207% +$16K 0.01% 628
2024
Q3 		$7.6K Hold
15
– – ﹤0.01% 859
2024
Q2 		$6.74K Buy
15
+1
+7% +$445 ﹤0.01% 874
2024
Q1 		$6.67K Hold
14
– – ﹤0.01% 865
2023
Q4 		$6.32K Hold
14
– – ﹤0.01% 854
2023
Q3 		$4.81K Hold
14
– – ﹤0.01% 924
2023
Q2 		$4.9K Buy
+14
New +$4.56K ﹤0.01% 938

Other funds holding IT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return